New Customer or User Checklist

New Customer Onboarding Checklist

Are you a brand new customer? This checklist is for you!

✔Read through the Guides for getting started articles here. Be sure to setup a Lytho account!

✔Send brand guidelines and logos in .eps format

✔Send both FC and NP permit information along for verification

✔Send an example of your return envelope

✔Interested in sending emails? Start DKIM/SPF set up with your Customer Ops Partner

✔Request a project planning call with your Customer Ops Partner

✔Submit your first project! Need help? Check out our Lytho tutorials.

 

New User Onboarding Checklist

Are you a new user at an existing customer? This checklist is for you!

✔Let us know you’re here!

✔Read through the Guides for getting started articles here

✔Setup your Lytho Account

✔Update account settings on Pledgemine

✔Interested in sending emails? Start DKIM/SPF set up with your Customer Ops Partner

✔Request a project planning call with your Customer Ops Partner (if needed)

✔Submit your first project! Need help? Check out our Lytho tutorials.

 

Would it help to have this list printed?  Find one linked at the top of this article 📑

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